Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TFI INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HERCULES CAPITAL INC | COM | 2952 | $6,322 | 343 | 0.00 | 0.00 | 4 | 1.18 | 03-31-2024 |
| SWEETGREEN INC | COM CL A | 2953 | $6,315 | 250 | 0.00 | 0.00 | -60 | -19.35 | 03-31-2024 |
| OLD REP INTL CORP | COM | 2954 | $6,298 | 205 | 0.00 | 0.00 | -306 | -59.88 | 03-31-2024 |
